NWCAX Mutual Fund

NWCAX Mutual Fund

NAV$53.48
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Returns Overview

1 Month
-2.26%
3 Months
+4.50%
6 Months
+7.48%
YTD
+5.23%
1 Year
+8.22%
3 Years (annualized)
+19.09%
5 Years (annualized)
+9.80%
10 Years (annualized)
+16.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWCAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+5.23%
Peer Avg (YTD)
+6.23%
vs Peers
-1.00%

NWCAX Mutual Fund Performance

NWCAX performance across multiple time periods: 1-month -2.26%, YTD 5.23%, 1-year 8.22%, 3-year 19.09%, 5-year 9.80%, 10-year 16.56%.

NWCAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

NWCAX vs another fund shows side-by-side returns. NWCAX alternatives are available in the Mutual Fund Screener.